Internal Sales Desk Council
The Internal Sales Desk Council supports leaders responsible for managing and evolving internal sales organizations. This forum addresses talent development, organizational structure, training, and workforce initiatives—recognizing the internal desk as a critical foundation of firm growth and distribution success.
INTERNAL SALES DESK COUNCIL STEERING COMMITTEE
Beau Bokelman, Co-Chair
Managing Director, Head of Internal Sales
Janus Henderson Investors
Bill Jacobs, Co-Chair
Senior Vice President, Head of Internal Sales for US Wealth Management
Franklin Templeton
Colin Prescott
Managing Director - Intermediary Business Development
Diamond Hill
Andrew Phillips
Head of Internal Sales & WMI Learning and Development
Invesco
Jennifer Round
Senior Vice President, Sales
Natixis Investment Managers
COUNCIL
American Century Investments
Susie Morris
Vice President, Client Engagement
AMG
Jaclyn Gantz
Director, Head of Internal Sales
Artisan Partners
John Pahmeier
Managing Director, Intermediary Client Services
BNY
Kaitlyn Baldeo
Internal Sales Desk Manager
Calamos Investments
Taha Baggia
Vice President, Director of Sales
Capital Group
Jim Sewell
National Sales Manager, Regional Sales Offices
Columbia Threadneedle Investments
Greg Sellers
Vice President, Head of Internal Advisor Consultants
Dodge & Cox
Steve Gorski
Vice President, Director of Client Service
Federated Hermes
Scott Vallina
Vice President, Director, Client Engagement Center
Fenimore Asset Management
Jonathan Moran
Director
Future Standard
Meredith Hesdon
Managing Director, Head of Internal Sales
Goldman Sachs Asset Management
Galen Wagnaar
Director of Internal Sales
GQG Partners
Rob Coursey
Internal Wholesaler Sales Desk Manager
GW&K Investment Management
Mike Kaplan
Sales Desk Manager, Internal Sales
Lincoln Financial Investments
Alyce Shaw
Head of Internal Sales Retirement Solutions
Manulife John Hancock Investments
Peter Hughan
Managing Director U.S. Retail Sales Enablement, Head of Internal Sales
MFS Investment Management
Daryl Tracy
Sales Desk Manager
Nationwide
Jeffrey Swearingen
Assistant Vice President, Internal Sales & Service
Nomura
Alison Simpson
Executive Director, Head of Internal Sales
Nuveen
Luis Pelaez
Managing Director - Head of Internal Sales and Service
Polen Capital
Dan McLennon
Head of Internal Sales - US Wealth Management
Principal Asset Management
Chris Jorgensen
Director, National Sales
RBC Global Asset Management
David Eikenberg
Head of US Intermediary Distribution, President RBC Funds
Saturna Capital Corporation
Emily Rask
Digital Marketing Strategist
T. Rowe Price
Matt Pisanelli
Head of Integrated Sales – US Intermediaries
Thornburg Investment Management
Lucy Candal
Managing Director, Head of Brand & Content
Thrivent Mutual Funds
Dan Chouanard
Vice President Mutual Funds, Head of Intermediary & Institutional Sales
Wasatch Global Investors
Travis Tucker
Vice President, Institutional Client Service
William Blair Funds
Seema Outarsingh
Investment Management